Director of Estate Planning Services - Springfield, MO

Position: Director of Estate Planning ServicesFirm: Gregory FinancialLocation: Springfield, MOOverview: Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Gregory Financial, located in Springfield, MO is seeking to add a Director of Estate Planning Representative to our team!Our Mission: “We simplify estate planning, so clients gain peace of mind-quickly and affordably.”What you’ll do:Develop new business and nurture existing client relationshipsAccessing and contacting over 200 + existing client householdsGuiding clients through the Wealth.com processManaging timelines and ensuring completion of plansCoordinating signing and document executionPreparing concise summaries for advisor reviewMaintain accurate records and workflow using CRMStay current on insurance regulations, products and industry trendsWhat We’re Looking For:Experience in documentation-heavy roles (paralegal, financial, compliance) preferredValues precision, completion and client confidenceStrong organizational skills and ability to manage processes end-to-endAttentive to detail and effective communicatorDriven by performance-based compensation and independent work environmentBonus Points: Enjoy guiding clients step-by-step through structured processesTake ownership of outcomes rather than waiting for directionExperience with estate planning platforms (Wealth.com) preferred not requiredWhat You’ll Get: Pay & Perks: Recoverable Draw: $1,000/month This is an advance against commissions, not a salary.Commission: 30% per completed planIncome scales with volume and referrals (potential $69,000-$102,000 + in first year)This role is earnings-based rather than salaried, providing substantial income potential. You’ll engage with our established client base, benefit from continual marketing support, and earn a percentage of revenue for every estate plan you complete.Schedule: Monday – Friday (hours will vary – 40-hour work week)Presented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.Learn more about our approach and services at advisortalentsolutions.com